CX Institutional’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

CX Institutional’s Portfolio FEP Stock Details FEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40K	Hold	697	–	–	﹤0.01%	1017
2026 Q1	$38K	Buy	697 +1	+0.1%	+$56	﹤0.01%	1013
2025 Q4	$37K	Sell	696 -293	-30%	-$15.1K	﹤0.01%	1016
2025 Q3	$51K	Buy	+989	New	+$48.9K	﹤0.01%	931

Other funds holding FEP

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CX Institutional's FEP Position: Q2 2026 in Review

CX Institutional held its First Trust Europe AlphaDEX Fund (FEP) position steady in Q2 2026 at 697 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

CX Institutional first reported a position in FEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $51K in Q3 2025. 19 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

CX Institutional held 697 shares of First Trust Europe AlphaDEX Fund worth $40K as of Q2 2026.
CX Institutional left its First Trust Europe AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Europe AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1017 holding.
CX Institutional first reported a position in First Trust Europe AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
CX Institutional's First Trust Europe AlphaDEX Fund position peaked at $51K in Q3 2025.
19 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.